Atlas Technology Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
152828
Registered since
October 19, 2010

Firm profile

FINTRX

Overview

Atlas Technology Group LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as individual, and the firm does not identify itself as a capital allocator or an active ESG investor. Several fields that would normally describe client focus, advisory activities, fee models or core business lines were not provided in the source dataset. The available information suggests the entity operates in a capacity other than a traditional registered investment adviser with discretionary asset-management responsibilities; however, the dataset does not supply detail on services offered, target client types, or transaction-level activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 27
  • Alan Churchill Lewis

    Alan Churchill Lewis

    Managing DirectorCRD 1161882

  • Gregory Roth

    Gregory Roth

    Managing DirectorCRD 1621596

  • Louis Draper

    Louis Draper

    Managing DirectorCRD 1983136

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth